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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,790 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,761 | $100,801+80.3% | $149,751+21.4% | $73,415+147.6% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 18.80% | 265.34%-246.5pp | 276.71%-257.9pp | 59.30%-40.5pp |
| Employer contribution / active EE | $7,839 | $3,312+136.7% | $4,646+68.7% | $2,234+250.9% |
| Participant deferral / active EE | $14,076 | $6,404+119.8% | $6,843+105.7% | $3,806+269.8% |
| Admin fee / account holder | $3 | $181-98.2% | $9,312-100.0% | $158-98.0% |